Learn how to apply a simple yet effective passive investment strategy.

Harness the power of compound growth.

Secure a comfortable retirement for yourself and family today!

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 Here are key topics that all investors should know about to become successful investors

12 Video Modules or Levels based on Chapters 1-12 of Essentials of Investing, that will really help you understand key concepts of investing and help you reach your financial goals:

Welcome to WealthMaxBuilder

​​Introduction

Duration: 30m

Welcome to the course.  Key objectives outlined. Your investment mandate.



social security card

Lesson 1: You Can't Rely on Social Security

Duration: 45m

Will the social security trust fund still be around by the time you retire?  The optimal age to start claiming benefits.  How to fix the system.

FA certification

Lesson 2: You Don't Need a Financial Advisor, Actually

Duration: 55m

Are risk tolerance surveys useful? Certfications an FA should have.  Is your FA really adding value? Here come the Robo-Advisors!

Bitcoin Futures

Lesson 3: Dubious Investment Strategies You Should Avoid

Duration: 55m

Which securities and investment schemes you should avoid and why.



Trader or Investor?

Lesson 4: Are You a Trader or and Investor?

Duration: 45m

Knowing whether you're a trader type or an investor is key to being able to run a long-term passive strategy.  There is also a solution for those who are a bit of both.


Retire Weaalthy

Lesson 5: How to Become a Millionaire by the time You Retire

Duration: 55m

Learn how you can apply the power of compound growth to secure a comfortable retirement.  What type of account structure should I use?  When can I start? 

Reward to Risk Diagram

Lesson 6: The Reward-to-Risk Trade-Off of Investing

Duration: 55m

Once you understand what reward and risk are and how you can gauge them, you can start combining asset classes in varying degrees with the goal of an optimal allocation in view.


Investment Risk Pyramid

Lesson 7: So Many Investment Strategies, So Little Time

Duration: 55m

With all the investment strategies and financial products out there, it's hard to keep your eye on the ball.  Which investment vehicles work best together?  Which ones fit best with your long-term objectives?

Max Reward Max Risk by Asset Class

Lesson 8: How to Reduce Portfolio Risk

Duration: 55m

There are many ways to reduce portfolio risk - certain ones apply mainly to passive investors while others to trader types.  We'll focus mainly on passive risk reduction strategies but explore some others as well.

Optimal Portfolio PIE CHART

Lesson 9: The Optimal Asset Allocation - the WMB Portfolio

Duration: 28m

I line up the WMB portfolio against Ray Dalio's All Seasons portfolio and Professor Jones' All-Weather portfolio and explore their performances and reward-to-risk characteristics.


Nuts and Bolts

Lesson 10: How to Implement the WMB Portfolio

Duration: 1h 15m

In this chapter, I show you all the practical steps needed to run the WealthMaxBuilder portfolio. Which broker, which funds, rebalancing and tax related matters are covered.

Rebalancing Investment Portfolio

Lesson 11: How to Rebalance the WMB Portfolio

Duration:  20m

This video shows you how to tweak the allocations to your WMB portfolio on an annual basis, using a custom-designed user-friendly spreadsheet.  


OptWithdrawalRateforSeniors

Lesson 12: RMDs & Optimal Withdrawal Rates for Seniors

Duration: 15m

Knowing how much you should withdraw from your retirement portfolio every month can extend the availability of funds 35 years into retirement, and even longer!

Core Satellite investment program

Lesson 13: Core-Satellite Investing

Duration:  55m

This is a bonus chapter for experienced investors who are looking to supplement the WMB portfolio with a market timing approach in order to reduce risk while raising returns by 1.3%/yr.

Recommended Resources

Lesson 14: Recommended Resources

Duration: 50m

Here's a list of my favorite books, blogs, web sites and brokerage firms that can help you run the WealthMaxBuilder portfolio.

wealthmaxbuilder.com_ipod

Conclusion

Duration:  30m

Final words of advice and contact info in case you need it.




About the Author

Hi, my name is Rich Warner.  


I've managed fixed income and equity portfolios for institutional investors as well as for friends and family for many years.  I'm also the principal of my own registered investment advisory firm, so I have years of practical experience working with individual investors, helping them meet their financial goals.  Over time, I've distilled what works best for most individual investors by researching, backtesting and applying competitive investment strategies. 


Over my 20+ years of experience managing investment portfolios I've learned some key insights that I share with you in my course Essentials of Investing.   This course is a real eye-opener, because I tell it like it is, and help you get immediately on track. 


These days, there's SO much disinformation out there about trading and investing, and with all the hype and social media it's hard to keep your head on straight.  I will not recommend any investment approach that hasn't worked for me with real money.  The concepts in Essentials of Investing are based on many years of experience, making mistakes and learning from them, and solidifying an approach that what works very well over time.  


I'm NOT affiliated with any brokerage firm - I'm an independent investment model developer and fund manager.  This gives me a high level of objectivity and freedom to say what I truly believe in.  There aren't many people in the investment industry who can say this.  


If you're motivated to learn and apply a passive investment strategy that is designed to maximize reward while minimizing risk - by optimally allocating to the most competitive low-cost funds around, then this is the course for you.  I'm here to help you reach your financial goals and to secure a safe, affluent retirement.


I know you're going to love this course,  

Rich Warner founder of WealthMaxBuilder.com


Rich Warner 
founder of WealthMaxBuilder.com and author of Essentials of Investing

 Get FREE chapters from my recent book, the WealthMaxBuilder blueprint, and video tutorials on how to run a competitive passive investment strategy.   
Become your OWN investment boss today!

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Learn a simple strategy that some of the big money managers have used for decades to reduce the risk of their investment portfolios. 


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Learn which investment schemes you should avoid at all costs, and which asset allocations maximize reward to risk.

Understand the difference between trading and investing and how your mindset can affect your returns. 


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Get lifelong access to a comprehensive video tutorial series that discusses everything in the Essentials of Investing ebook, plus hands on instruction on how to implement the WealthMaxBuilder portfolio.


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What People Are Saying...

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YoungFemaleProfessor,WealthMaxBuilder.com

A CLEAR-CUT STRATEGY

“Now more than ever, the prevailing wisdom in the investment industry needs to be questioned. Rich Warner shows you why and how to make sense of it all.”

Helen W.  

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CUTS TO THE CHASE

“There are some pearls of wisdom in this course. WMB is an easy to run passive strategy that I'm now running for my retirement account.”

Michael R. 

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senior female office worker

PRACTICAL, SOUND INVESTMENT ADVICE

“I enjoyed the course a great deal, and recommend it. Particularly useful for those who want to manage their own money.”

Cynthia B.

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HIGHLY RECOMMENDED

“I took the Essentials of Investing course and learned alot. The steps are clearly laid out and easy to follow. Good to know I've got a truly balanced portfolio going forward. ”

George P.

Is This Course Right For You?

The best results and highest levels of satisfaction are achieved by customers with certain incllinations:   

Who this COURSE IS for

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    Investors who got burned by investing in stocks or get-rich-quick scheme and who are looking for a more conservative, reasonable and doable investment approach
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    This course is ideal for people who discovered that sitting in front of a computer screen feeling the pulse of the market is just not for them, and who prefer a long-term, passive investment strategy instead
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    If you're willing to set aside at least 10% of your gross income every month and follow a simple, non-invasive investment strategy - that will help those with a 40-year time horizon create a retirement nest egg whose value exceeds $1.2 million.
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    If you've already had some success as an investor but are worried about how to position yourself for the next bear market or financial meltdown
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    Those who want to transfer wealth tax-free to their heirs via a legitimate tax haven strategy
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    Those who want a more solid understanding of stocks, bonds and commodities and how they interact with each other in an asset allocation
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    Savvy investors who wanted to know whether other investments like options, convertibles, preferreds, annuities are worth their time and money
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    Investors who want to know what the optimal asset allocation is for stocks, bonds and commodities based on over 90 years of historical data
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    Bogle-heads - or those who want to minimize the cost of investing wherever and however possible and who don't want to make their broker or financial advisor rich at their own expense

Who this COURSE IS not for

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    Active traders who are looking for excitement from the financial markets, and those who have to know where the Dow Jones Industrial average is every second of the business day
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    Individuals who are not willing to save money for their retirement
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    Those who prefer to use their credit cards for immediate gratification
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    Those who think they already know enough to be a successful investor
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    Investors who prefer not to learn from their mistakes and would rather make the same mistakes over and over again
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    Traders and investors who don't care about minimizing fund expenses, management fees and/or commission costs
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    Individuals who feel that they can rely on Social Security to meet their lifestyle expenses during retirement
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    Investors who are convinced that a balanced portfolio is one that is comprised of 50% stocks and 50% bonds
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    Those who prefer to invest the bulk of their assets  with a star fund manager or stock picker and don't think they can run a passive strategy themselves
Satisfaction No-Risk Guarantee

If you're not happy with the eBook, video course or the coaching services that I offer, just send me a message and I'll refund your money completely, no questions asked.

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FAQ

Here are answers to some frequently asked questions:

Is this eBook and video course right for novice investors?

Is this course appropriate for experienced traders and investors?

How long do I have access to the video course? Is the eBook included with the video course?

 What logistical needs are there to run this investment program?      Do I need to subscribe to a stock quote or charting service? 

Is a hard copy of the book available?​

If I'm not satisfied, can I get a refund?

 Take the anxiety and frustration out of investing.
Get Essentials of Investing Today!

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